Shoot the Ball

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You have to shoot to score. If you want to grow your business it’s really a matter of how you manage your time.

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Podcast

Stop wasting money on fancy “spaghetti tech”. The fintechs just want you

March 25, 2024

Transparent Advisor Movement

Please use this list of flat fee financial advisors by state to

March 22, 2024

Financial Advisor Marketing

Question from a subscriber: “I recently wrote a book. How do I get

March 22, 2024

Financial Advisor Marketing

Question from a subscriber: “I want to get more press appearances, but every

March 22, 2024

Podcast

Beyond kindness: building trust and avoiding pitfalls in financial advising! Join Eric

March 21, 2024